Data / Investment advisers / Serving high net worth individuals / Maine
Investment advisers in Maine serving high net worth individuals: 28 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
28 SEC registered investment advisers with a main office in Maine report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $14.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is R M Davis Inc.
The request: Every investment adviser in Maine that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.
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- 28Advisers
- $14.9 billionAUM from this client type
- 28Advisers over $100 million
- November 2, 2026File date
Advisers in Maine serving high net worth individuals
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| R M Davis Inc | Portland | 1,300 | $6.97 billion | $8.15 billion | adviserinfo.sec.gov |
| Means Wealth Management | Bangor | 394 | $1.09 billion | $1.59 billion | adviserinfo.sec.gov |
| Portland Global Advisors LLC | Portland | 168 | $1.02 billion | $1.17 billion | adviserinfo.sec.gov |
| Headinvest | Portland | 322 | $755 million | $891.8 million | adviserinfo.sec.gov |
| Great Diamond Partners, LLC | Portland | 285 | $715.9 million | $804.1 million | adviserinfo.sec.gov |
| Aries Wealth Management, LLC | Portland | 133 | $558.5 million | $658.6 million | adviserinfo.sec.gov |
| Robinson Smith Wealth Advisors, LLC | South Portland | 141 | $400.2 million | $444.9 million | adviserinfo.sec.gov |
| Penobscot Financial Advisors | Portland | 193 | $396.9 million | $544.5 million | adviserinfo.sec.gov |
| Old Port Advisors | Portland | 215 | $392 million | $782.8 million | adviserinfo.sec.gov |
| Bigelow Investment Advisors, LLC | Portland | 134 | $335.2 million | $555.2 million | adviserinfo.sec.gov |
| Coston, McIsaac & Shea Financial Advisors | Bar Harbor | 235 | $269.8 million | $466.9 million | adviserinfo.sec.gov |
| Birchbrook | Bangor | 114 | $230.1 million | $296.5 million | adviserinfo.sec.gov |
| Abbington Investment Group, LLC | South Portland | 50 | $202.1 million | $202.1 million | adviserinfo.sec.gov |
| Choice Wealth Advisors LLC | Waterville | 88 | $196.9 million | $323.3 million | adviserinfo.sec.gov |
| Clark & Stuart Inc | Portland | 178 | $189.7 million | $195.6 million | adviserinfo.sec.gov |
| RM Financial Services, LLC | Falmouth | 119 | $163.6 million | $245.4 million | adviserinfo.sec.gov |
| Richard Brothers, Financial Advisors | South Portland | 54 | $140.1 million | $180.6 million | adviserinfo.sec.gov |
| Outfitter Financial | Brunswick | 23 | $125.1 million | $157.7 million | adviserinfo.sec.gov |
| Maiden Cove Capital | Yarmouth | 46 | $121.8 million | $153.7 million | adviserinfo.sec.gov |
| Wright Cove Capital | Portland | 30 | $112.5 million | $120.7 million | adviserinfo.sec.gov |
| Blue Point Financial, Inc. | Scarborough | 68 | $106.2 million | $152.7 million | adviserinfo.sec.gov |
| Oldfield Wealth Partners | Bangor | 30 | $85.8 million | $110 million | adviserinfo.sec.gov |
| Eagle Financial Strategies | Bangor | 45 | $82.2 million | $146 million | adviserinfo.sec.gov |
| Gibson Financial Solutions, Inc. | Ellsworth | 24 | $71.7 million | $133.7 million | adviserinfo.sec.gov |
| Maine Advisory Associates | Falmouth | 33 | $65.3 million | $116.5 million | adviserinfo.sec.gov |
| J.M. Arbour, LLC | Gardiner | 28 | $60.5 million | $183.2 million | adviserinfo.sec.gov |
| GRP Retirement Planning | Farmingdale | 48 | $52.8 million | $155.3 million | adviserinfo.sec.gov |
| Harpswell Capital Advisors, LLC | Yarmouth | 6 | $20.6 million | $587 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.